See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,411 | $61,774+64.2% | $97,226+4.3% | $80,856+25.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.6%-12.1pp |
| Annual return | 14.62% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,608 | $1,837-12.5% | $2,729-41.1% | $2,755-41.6% |
| Participant deferral / active EE | $3,187 | $3,029+5.2% | $4,264-25.2% | $4,296-25.8% |
| Admin fee / account holder | $3,791 | $5,166-26.6% | $5,654-32.9% | $6,918-45.2% |